Use the forms below as part of a family record book kept in a. Kiyosaki walks readers through some childhood reminiscences, a contrast between his notverywealthy father and the dad of his friend who happened to be one of the richest residents of hawaii. Record of important papers financial security for all. In short, its a book of life to leave behind for relatives and others who may be charged with putting your life in order after your life has ended. Rosens my family record book is billed as the easy way to organize personal information, financial plans and final wishes for seniors. Free personal finance software can be surprisingly robust, helping you track spending, create and manage budgets, and run reports. This book is designed to help you and your family organize your personal and financial information to provide an up to date reference for your family or friends. Use this document to record your familys important financial information. To ensure privacy, every users records can be protected with a password. Sample 9 estate planning your records and personal information 10 spaces down. Rosens my family record book is billed as the easy way to organize personal information, financial plans and final wishes for seniors, caregivers, estate executors, etc. In short, its a book of life to leave behind for relatives and others who may be charged with putting your life in. Keep in mind that as you progress with your estate planning, your attorney should counsel you on all aspects of your plans as well as draft all legal documents. Monthly budget planner and receipt book to keep track of personal finances.
First, get access to computer accounts and create backups of important paperwork. The household financial record book, with its easytouse format and examples, allows you or your loved one to list important financial accounts and personal assets and to create a hard copy of online information and critical passwords. Organize financial statements and legal documents before an emergency strikes. You owe it to yourself and your family to complete your personal estate planning record. Keep record of all your expenses and incomes add all your incomes and expenses to home bookkeeping to keep your finances under full control. Every time you retrieve the mail or obtain additional paperwork from work, from the bank, and so on, immediately.
Store it in a safe place, and be sure to tell your executor or personal representative where to find it. Whether your computer runs on windows or macos or even linux or you do all your budgeting on your phone, youll find a nocost selection below for tracking your finances and planning for the future. Store it in a safe place, and be sure to tell your executor or personal representative. A guide to my history, financial plans and final wishes. My family record book is a complete stepbystep guide that will help you keep tract of and organize. Use this document to record your family s important financial information. Keep your personal financial records and those of all your family members. Your personal information can be entered into the record of important papers.
Store sensitive information in a fireproof lockbox, create a binder for other financial and legal records, and make a first needs folder. The everything binder financial, estate and personal. For documenting your family s important financial information. All the planning and preparation in the world wont save a family serious heartache if you dont make this information known to family members before the time comes.
Place the bills to be paid stack into your new bills due file, place the papers in your to doread stack into your new to do or read files, file all items in your file stack in their appropriate files, and shred the remaining papers. Take time with your spouse and family members to sit down and complete this personal information. The easy way to organize personal information, financial plans, and final wishes for seniors, caregivers, estate executors, etc. There are also a few personal documents organizers in deadtree version, like for the record with the same purpose, in case you want preprinted book.